See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,052 | $115,770-37.8% | $101,248-28.8% | $158,922-54.7% |
| Participation rate | 15.8% | 79.4%-63.6pp | 75.8%-60.0pp | 82.0%-66.2pp |
| Annual return | 25.30% | 56.14%-30.8pp | 46.47%-21.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $355 | $4,175-91.5% | $3,660-90.3% | $4,761-92.6% |
| Participant deferral / active EE | $2,537 | $4,957-48.8% | $4,370-42.0% | $5,982-57.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |